Company Email Format Management

Trailhead Planners, LLC

Financial Services Minneapolis, Minnesota, United States 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 2

trailheadplanners.com LinkedIn

Trailhead Planners, LLC Overview

Headquarters: Minneapolis, Minnesota, United States
Phone Number: Available in AeroLeads
Website: trailheadplanners.com
Industry: Financial Services
Employees: 4
Founded: 2016
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Tax Planning Incentive Stock Analysis Tax-Focused Financial Planning Investment Management Wealth Management Socially-Responsible Investing Financial Planning For Business Owners Financial Planning for Doctors Retirement Planning

About Trailhead Planners, LLC

As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful entrepreneurs, and legacy-focused retirees. We serve as your financial trail guides, combining deep expertise with personalized attention to help you build lasting wealth and navigate complex financial decisions. As a boutique firm, we maintain close client relationships with experienced advisors who know your story and respond when you need us. We believe in fair and transparent pricing, which is why we choose to be fee-only advisors who never sell products for commission. Together, we serve the wealth management needs of a broad range of clients in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country.

Trailhead Planners, LLC Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 2; 66.7% coverage

Trailhead Planners, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bill Mulvahill, Cpa Cfp® Cepa Mbt	Wealth Advisor to Entrepreneurs - Partner at Trailhead Planners	Minneapolis, Minnesota, United States	View
Maddy Feltz	Head of Client Experience at Trailhead Planners	Hastings, Minnesota, United States	Email Phone
Courtney Ranstrom, Mba, Cfp	Co-founder & Financial Planner at Trailhead Planners	Portland, Oregon, United States	Email Phone